Integrated Investment Consultants, LLC Incresed Positions in Q4 2024

Integrated Investment Consultants, LLC

  • $4.71 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
163K
+ 11649.21%
$567.81 - $607.81 $92.5M - $99M
164K $96.3M
META
Meta Platforms, Inc.

Communication Services
61
+ 0.0%
$554.08 - $632.68 $33.8K - $38.6K
4.13M $2.44B
COIN
Coinbase Global, Inc.

Technology
250
+ 0.22%
$163.17 - $343.62 $40.8K - $85.9K
113K $28.1M
NEAR
Blackrock Short Maturity Bond

ETFs
75.1K
+ 75.18%
$50.28 - $51.08 $3.77M - $3.83M
175K $8.83M
BMY
Bristol Myers Squibb CO

Healthcare
14.3K
+ 4.23%
$51.92 - $59.94 $742K - $857K
352K $19.9M
WMT
Walmart Inc.

Consumer Defensive
23.8K
+ 152.4%
$79.1 - $95.7 $1.88M - $2.28M
39.4K $3.56M
CSCO
Cisco Systems, Inc.

Technology
22.9K
+ 25.12%
$52.45 - $60.02 $1.2M - $1.37M
114K $6.74M
DIS
Walt Disney CO

Communication Services
7.36K
+ 11.63%
$92.39 - $117.6 $680K - $866K
70.7K $7.87M
EFA
Ishares Tr Msci Eafe ETF

ETFs
23.7K
+ 353.21%
$75.1 - $82.99 $1.78M - $1.97M
30.5K $2.3M
BAC
Bank Of America Corp

Financial Services
34.1K
+ 96.24%
$39.22 - $47.77 $1.34M - $1.63M
69.5K $3.05M
RTX
Raytheon Technologies Corp

Industrials
14K
+ 449.42%
$114.45 - $127.21 $1.61M - $1.79M
17.2K $1.99M
AFL
Aflac Inc

Financial Services
17.4K
+ 71.52%
$100.37 - $115.27 $1.74M - $2M
41.7K $4.31M
MSFT
Microsoft Corp

Technology
3.87K
+ 16.61%
$406.35 - $454.46 $1.57M - $1.76M
27.1K $11.4M
PG
Procter & Gamble CO

Consumer Defensive
7.99K
+ 435.29%
$161.05 - $179.7 $1.29M - $1.44M
9.83K $1.65M
WFC
Wells Fargo & Company

Financial Services
17.2K
+ 206.6%
$54.98 - $77.35 $948K - $1.33M
25.6K $1.8M
MCD
Mcdonalds Corp

Consumer Cyclical
5.01K
+ 29.49%
$288.47 - $316.54 $1.44M - $1.58M
22K $6.37M
ABT
Abbott Laboratories

Healthcare
11.5K
+ 10.06%
$111.93 - $119.39 $1.28M - $1.37M
126K $14.2M
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 0.3%
$205.18 - $250.29 $25K - $30.5K
40.3K $9.65M
PEP
Pepsico Inc

Consumer Defensive
8.22K
+ 211.96%
$151.29 - $176.1 $1.24M - $1.45M
12.1K $1.84M
IWN
Ishares Russell2000 Val ETF

ETFs
6.65K
+ 34.39%
$162.69 - $181.35 $1.08M - $1.21M
26K $4.26M
SCHW
Schwab Charles Corp

Financial Services
788
+ 0.76%
$63.31 - $82.85 $49.9K - $65.3K
105K $7.78M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.56K
+ 2.51%
$95.27 - $107.82 $244K - $276K
104K $10.8M
CL
Colgate Palmolive CO

Consumer Defensive
12K
+ 88.46%
$90.22 - $102.31 $1.08M - $1.23M
25.6K $2.32M
KO
Coca Cola CO

Consumer Defensive
15.2K
+ 268.62%
$61.74 - $71.71 $939K - $1.09M
20.9K $1.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.6K
+ 10.0%
$180.88 - $232.93 $289K - $373K
17.6K $3.86M
ACN
Accenture PLC

Technology
2.4K
+ 225.02%
$343.9 - $376.86 $826K - $905K
3.47K $1.22M
LPLA
Lpl Financial Holdings Inc.

Financial Services
262
+ 3.64%
$229.85 - $335.91 $60.2K - $88K
7.47K $2.44M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
341
+ 2.96%
$338.38 - $446.21 $115K - $152K
11.9K $5.16M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.1K
+ 54.58%
$96.64 - $101.23 $686K - $718K
20.1K $1.95M
GOOGL
Alphabet Inc.

Communication Services
188
+ 0.81%
$161.86 - $196.66 $30.4K - $37K
23.3K $4.41M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26.9K
+ 16.49%
$38.37 - $42.82 $1.03M - $1.15M
190K $7.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
606
+ 0.96%
$77.25 - $91.3 $46.8K - $55.3K
64.1K $5.47M
VNT
Vontier Corp

Technology
8.66K
+ 14.72%
$33.03 - $40.45 $286K - $350K
67.5K $2.46M
VONV
Vanguard Russell 1000 Value Et

ETFs
6.26K
+ 24.6%
$80.87 - $87.69 $506K - $549K
31.7K $2.58M
SCHG
Schwab Strategic Tr Us Large C

ETFs
206K
+ 296.74%
$25.93 - $105.3 $5.33M - $21.6M
275K $7.66M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.45K
+ 74.19%
$87.1 - $98.49 $474K - $536K
12.8K $1.12M
CCSI
Consensus Cloud Solutions, Inc.

Technology
14.4K
+ 9.27%
$20.15 - $26.61 $291K - $384K
170K $4.06M
ABNB
Airbnb, Inc.

Consumer Cyclical
65
+ 0.08%
$125.36 - $147.37 $8.15K - $9.58K
80.3K $10.6M
TNET
Trinet Group, Inc.

Industrials
4.26K
+ 142.77%
$80.31 - $98.2 $342K - $418K
7.24K $656K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
999
+ 0.89%
$72.18 - $81.41 $72.1K - $81.3K
114K $8.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
302
+ 3.6%
$481.22 - $538.17 $145K - $163K
8.69K $4.44M
AVGO
Broadcom Inc.

Technology
47
+ 0.88%
$159.67 - $250.0 $7.5K - $11.8K
5.39K $1.25M
GS
Goldman Sachs Group Inc

Financial Services
334
+ 22.67%
$486.1 - $608.57 $162K - $203K
1.81K $1.03M
PFE
Pfizer Inc

Healthcare
20.4K
+ 18.09%
$24.8 - $30.19 $506K - $616K
133K $3.54M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.6K
+ 13.09%
$89.88 - $101.38 $234K - $264K
22.5K $2.1M
SSNC
Ss&C Technologies Holdings Inc

Technology
3.01K
+ 14.79%
$69.93 - $77.36 $210K - $233K
23.3K $1.77M
HLI
Houlihan Lokey, Inc.

Financial Services
14
+ 0.09%
$158.81 - $190.49 $2.22K - $2.67K
16.2K $2.81M
FDS
Factset Research Systems Inc

Financial Services
422
+ 16.17%
$449.69 - $495.72 $190K - $209K
3.03K $1.46M
NVDA
Nvidia Corp

Technology
663
+ 5.54%
$117.0 - $148.88 $77.6K - $98.7K
12.6K $1.7M
Activity Summary
Buys All Purchases 179 New Holdings 29 Increased Positions 150 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 2 Puts 0
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